Accounts for
Businesses and Corporations
Accounts for
Businesses and Corporations
What are you saving for?
- long-term investment and retirement growth
- tax-advantaged investments and strategies
- short-term savings for major purchases
- broad exposure to investment products and global markets
- ultra-low-fee core accounts
- highly-competitive managed account fees
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account Structure | Minimum to Open | Benefits |
---|---|---|
Prime | $5,000 | Select |
Asset Management | $50,000 | Premium Select |
Wealth Management | $100,000 | Galleon Flagship Gold |
Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account Structure | Minimum to Open | Benefits |
---|---|---|
Prime | $5,000 | Select |
Asset Management | $50,000 | Premium Select |
Wealth Management | $100,000 | Galleon Flagship Gold |
Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account Structure | Minimum to Open | Benefits |
---|---|---|
Prime | $5,000 | Select |
Asset Management | $50,000 | Premium Select |
Wealth Management | $100,000 | Galleon Flagship Gold |
Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account Structure | Minimum to Open | Benefits |
---|---|---|
Prime | $5,000 | Select |
Asset Management | $50,000 | Premium Select |
Wealth Management | $100,000 | Galleon Flagship Gold |
Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
- + Overview
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What are you saving for?
We offer professionally managed accounts for individuals & families seeking:- long-term investment and retirement growth
- tax-advantaged investments and strategies
- short-term savings for major purchases
- broad exposure to investment products and global markets
- ultra-low-fee core accounts
- highly-competitive managed account fees
- + Corporate
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A Corporate account is established by a legal entity (profit or non-profit), authorized by a state, ordinarily consisting of an association of numerous individuals. A corporation can acquire assets, enter into contracts, sue or be sued, and pay taxes in its own name. Prime and Asset Management Accounts are managed by a Financial Adviser.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account Structure Minimum to Open Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum - + Partnership
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A Partnership account is established by an association of two or more persons who have an established partnership agreement to carry on, as co-owners, a business for profit. The accounts are not subject to taxation. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account Structure Minimum to Open Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum - + LLC
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A Limited Liability account offers some of the most popular benefits of partnership and corporate accounts. It offers the pass through tax status of the partnerships, and the limited personal liability of corporations. The liability of the company and its owners is limited to their investment. Prime and Asset Management Accounts are managed by a Financial Adviser.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account Structure Minimum to Open Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum - + Retirement Plans
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Employee retirement plans include 401(k) plans, 403(b) plans, employee stock ownership plans, and profit-sharing plans. A Simplified Employee Pension Plan (SEP) is a relatively uncomplicated retirement savings vehicle.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account Structure Minimum to Open Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum
Wealth Management
Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...
Solutions for Businesses
Starting your business was a big deal – something you might only do once in your life. Don’t risk getting it wrong now.
Private Wealth Management
As a wealthy individual, family, or organization, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Successful wealth management is an integrated and ...
Managed Accounts
A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial …
Galleon Flagship Services
Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who …
Business Retirement Plans
Whether you are a sole proprietor looking for a SEP IRA, or a larger company with many employees interested in exploring retirement plans for your …
Business Planning
For many people, owning their own business is an American dream. But managing your own business takes a lot more than hard work. You need a financial plan…
Business Investing
Our Business Investing Solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing …
Asset Management
Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that …